Biography

Daniel “Dan” Dunlap, III is the Managing Director of Retirement Plans at BPU. He joined BPU in the firm’s Greensburg branch in August 2010 as Assistant Vice President. In 2012 Dan was promoted to Assistant Vice President and Associate Financial Planner, in 2014 he became Director of Retirement Plans, and in 2017 was promoted to Managing Director of Retirement Plans for the firm. He has also been a member of BPU’s Financial Planning Committee since 2012 and BPU’s Investment Committee since January 2015. Dan works with individuals, corporations and non-profit organizations. He takes a holistic approach to asset management, investment and financial planning. He is the recipient of the 2015 Westmoreland County Trailblazer award and was named a Five Star Wealth Manager in the Pittsburgh area in 2015.

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